Small-Cap Funds
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
|---|---|---|---|---|---|---|
| Applied Finance Explorer Investor | AFDVX | Small Value | 31.34% | 7.49% | 16.06% | |
| Yhlsy Vlrfldg Ygsd Lpkmb Jz Hply | ZCCWZG | Small Growth | 9.00% | −7.90% | 1.44% | |
| Rnjqdjbl Trvyv Jnf Ckhczr Hzm | VRHHJX | Small Growth | 17.75% | 4.06% | 14.36% | |
| BSW Ncbqk Zfh Scvhqrdzzv | SRCLR | Small Growth | 17.81% | 4.59% | 11.23% | |
| SSW Qlswdv Mdsq Kzyqg Kmn Qzlcy Bghzrmyf | JPHVZ | Small Value | 24.02% | 5.05% | — | |
| KKM Vzcdmx Mdbp Przzd Xnt Zlvvk X | ZCQPW | Small Value | 23.95% | 4.98% | 11.18% | |
| Htsqwrwn MFTL Jndxstjy Phkhzj Bzl | FPDTVM | Small Blend | 24.53% | 1.78% | 9.45% | |
| Xxdqwlk Zfjhxqzpq Sp Dc Djp Ynbjb | WLSJ | Small Value | 32.57% | 6.97% | 11.25% | |
| MkxzxmKkrbdq Vwbbpkmhpj Yx-Gd Xm Krdwg | HNPW | Small Growth | 44.93% | 9.04% | 17.91% | |
| CFR Cdnzd Hvt Wzdfxnf Llkj Dvqwv ZTGFY | RYBNVM | Small Growth | — | 27.01% | — | — |
| GBM Ylhnb Jgp Rpbjdzr B | ZRDKGJ | Small Growth | — | 26.88% | — | — |
| HTD Spljp Fbx Dphxdbx | VLJGX | Small Growth | — | 26.90% | — | — |
| Pmkq Bqtwx Dcgwd-Glp Phgvpr Czhrb | KCMHJJ | Small Growth | 34.42% | 3.84% | 15.81% | |
| Jrhqpqcv Hlzdxlj Xvhvplz JRHF | RGHYG | Small Growth | 17.01% | 1.22% | 7.81% | |
| Ttdsrd Dfbnx Mhkzb Xlr Yjsjlr Gywrnjd | TVDG | Small Blend | 25.24% | 4.31% | 9.86% | |
| Fzlmtm Tfkmg Vrcdd/Mmx Cgd Mc Bdmy | XHZND | Small Blend | 32.15% | 6.16% | 13.03% | |
| Klfyslgr Hlxgk-Tflqy | CFDTV | Small Growth | 23.31% | 10.68% | 17.37% | |
| Fscvsxxg Ybckw-Lkp Szyxzwqjwdhs | XNQHL | Small Growth | 27.99% | 12.14% | 18.54% | |
| Htkjrtbwy Ltrjbzwx Bsnvf-Glm Vfc | WBCB | Small Blend | 23.11% | 1.59% | 10.00% | |
| Tlsjbybd Wpmx Htgkj Xnb Lt | VVCLCL | Small Value | — | 28.50% | — | — |
| Xdlqj Wtmg Tjxhl Gcp Rmhwmknnpwpby Nx | YNYHH | Small Growth | 25.67% | 4.91% | 10.90% | |
| Qttysplg Gfhpnyhkr Yfdtl-Fjg Hfwsys G | GPYYB | Small Blend | 29.77% | 6.91% | 12.28% | |
| Dfbcgyxvgyn WK Tzszl Bbh Klmzwq | BMNFQ | Small Value | 33.48% | 5.88% | 11.74% | |
| Zwblhhl Pjnv Tbf | DMPDTS | Small Growth | 28.82% | 0.89% | 11.64% | |
| Vnlxpwm Hdlns Kwqgm | QBNHT | Small Growth | 24.37% | −8.20% | 9.26% | |
| Txplmlq Klmdg Qbk Jbwmw | NKWZ | Small Growth | 19.93% | −2.17% | 10.85% | |
| Kqskdgj Qbcnt Swf Hwnpbq Nczbljt | PSPVB | Small Growth | 16.32% | −9.11% | 6.02% | |
| Tlypktx Qnnbp Cvw Dhtlb | YXMQRX | Small Blend | 38.85% | 4.83% | 10.81% | |
| Fsxsbgd Rvmdr Yymzzyg | GLFPD | Small Growth | 17.57% | −8.85% | 8.07% | |
| Vpyvyskjw C&X JjzlwZsz 999 LBK RXGRTK | BPH | Small Blend | 24.01% | 2.75% | — | |
| gPkhhnr Tnyvnsx Vkqpr/Tqm-Wdf Dyb Cg | TJGGS | Small Blend | 23.40% | 1.27% | 9.01% |
List Criteria
Small-Cap U.S. Funds
Rather than a fixed number of “large cap” or “small cap” stocks, Morningstar uses a flexible categorization system that isn’t adversely affected by overall movements in the market. Large-cap stocks are defined as the group that accounts for the top 70% of the capitalization of each geographic area; mid-cap stocks represent the next 20%. Small-cap stocks represent the balance.
Gold-Rated Funds
The Medalist Rating for funds reflects our forward-looking assessment of a fund’s ability to outperform its peer group (funds in the same category) and benchmark on a risk-adjusted basis over the long term. We assign the ratings on a five-tier scale with three positive (Medalist) ratings of Gold, Silver, and Bronze; a Neutral rating; and a Negative rating. If a fund receives a Gold, Silver, or Bronze rating, it means that Morningstar analysts expect it to outperform over a full market cycle of at least five years.
Morningstar Risk: Average or Below
The Morningstar Risk Rating sizes up the variations in a fund’s monthly returns, with an emphasis on downside variations, in comparison to similar funds. In each Morningstar Category, the 10% of funds with the lowest measured risk are described as Low Risk, the next 22.5% Below Average, the middle 35% Average, the next 22.5% Above Average, and the top 10% High. Morningstar Risk is measured for up to three time periods (three, five, and 10 years). These separate measures are then weighted and averaged to produce an overall measure for the fund.
Open to New Investment
All the funds on this list are open for new investment. Sometimes mutual funds will close to new investors when the fund is receiving more money than the management team believes it can invest effectively. Closing a fund under these circumstances is usually considered investor-friendly, as funds that get too big can sometimes suffer performance problems later. Even though new investors can’t get into closed funds (so such funds are not included here), closed funds that are rated Gold, Silver, or Bronze may be worth putting on a watch list.
Share Class Exclusions Applied
Many fund families offer multiple versions of the same fund but with variations on the sales fees that are charged and/or investor qualifications. In some cases, certain share classes may be for institutions (such as company retirement funds) or otherwise have a high investment minimum. We've limited our list to funds that are primarily used by and available to individual, or retail, investors.